Armor Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $198K | Sell |
2,040
-120
| -6% | -$12K | 0.07% | 105 |
|
|
2025
Q4 | $208K | Hold |
2,160
| – | – | 0.08% | 95 |
|
|
2025
Q3 | $209K | Sell |
2,160
-7,324
| -77% | -$694K | 0.07% | 101 |
|
|
2025
Q2 | $872K | Sell |
9,484
-25
| -0.3% | -$2.16K | 0.33% | 51 |
|
|
2025
Q1 | $809K | Sell |
9,509
-21
| -0.2% | -$1.87K | 0.33% | 53 |
|
|
2024
Q4 | $842K | Sell |
9,530
-240
| -2% | -$21.8K | 0.35% | 53 |
|
|
2024
Q3 | $861K | Sell |
9,770
-157
| -2% | -$13.2K | 0.36% | 55 |
|
|
2024
Q2 | $805K | Sell |
9,927
-188
| -2% | -$15.3K | 0.37% | 57 |
|
|
2024
Q1 | $851K | Sell |
10,115
-48
| -0.5% | -$3.8K | 0.41% | 54 |
|
|
2023
Q4 | $790K | Sell |
10,163
-23
| -0.2% | -$1.63K | 0.42% | 57 |
|
|
2023
Q3 | $705K | Buy |
10,186
+400
| +4% | +$29.2K | 0.42% | 58 |
|
|
2023
Q2 | $715K | Sell |
9,786
-88
| -0.9% | -$6.12K | 0.43% | 59 |
|
|
2023
Q1 | $690K | Hold |
9,874
| – | – | 0.39% | 61 |
|
|
2022
Q4 | $666K | Sell |
9,874
-45
| -0.5% | -$3.03K | 0.4% | 63 |
|
|
2022
Q3 | $616K | Sell |
9,919
-132
| -1% | -$9.08K | 0.42% | 61 |
|
|
2022
Q2 | $650K | Sell |
10,051
-2,140
| -18% | -$152K | 0.42% | 63 |
|
|
2022
Q1 | $951K | Hold |
12,191
| – | – | 0.54% | 47 |
|
|
2021
Q4 | $1.01M | Sell |
12,191
-1,770
| -13% | -$145K | 0.57% | 51 |
|
|
2021
Q3 | $1.09M | Sell |
13,961
-1,118
| -7% | -$89.6K | 0.69% | 43 |
|
|
2021
Q2 | $1.2M | Sell |
15,079
-205
| -1% | -$15.9K | 0.72% | 42 |
|
|
2021
Q1 | $1.13M | Sell |
15,284
-649
| -4% | -$46.9K | 0.73% | 42 |
|
|
2020
Q4 | $1.09M | Hold |
15,933
| – | – | 0.77% | 39 |
|
|
2020
Q3 | $914K | Buy |
15,933
+1
| +0% | +$57 | 0.78% | 40 |
|
|
2020
Q2 | $854K | Sell |
15,932
-176
| -1% | -$8.82K | 0.74% | 44 |
|
|
2020
Q1 | $695K | Sell |
16,108
-1,599
| -9% | -$88K | 0.71% | 42 |
|
|
2019
Q4 | $1.06M | Sell |
17,707
-253
| -1% | -$14.5K | 0.82% | 40 |
|
|
2019
Q3 | $1M | Buy |
17,960
+400
| +2% | +$22.4K | 0.82% | 40 |
|
|
2019
Q2 | $981K | Sell |
17,560
-200
| -1% | -$11K | 0.83% | 40 |
|
|
2019
Q1 | $958K | Hold |
17,760
| – | – | 0.83% | 39 |
|
|
2018
Q4 | $825K | Hold |
17,760
| – | – | 0.84% | 40 |
|
|
2018
Q3 | $979K | Sell |
17,760
-1,600
| -8% | -$87.7K | 0.87% | 37 |
|
|
2018
Q2 | $1.03M | Sell |
19,360
-1,200
| -6% | -$63.2K | 0.92% | 36 |
|
|
2018
Q1 | $1.06M | Buy |
20,560
+1,300
| +7% | +$68.5K | 0.97% | 36 |
|
|
2017
Q4 | $1M | Buy |
19,260
+2,000
| +12% | +$102K | 0.91% | 38 |
|
|
2017
Q3 | $851K | Buy |
17,260
+200
| +1% | +$9.65K | 0.81% | 42 |
|
|
2017
Q2 | $819K | Hold |
17,060
| – | – | 0.81% | 42 |
|
|
2017
Q1 | $798K | Buy |
17,060
+1,200
| +8% | +$55.6K | 0.8% | 44 |
|
|
2016
Q4 | $709K | Buy |
+15,860
| New | +$694K | 0.73% | 48 |
|
Other funds holding IWR
Armor Investment Advisors's IWR Position: Q1 2026 in Review
Armor Investment Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.6% in Q1 2026, selling an estimated $12K and leaving 2,040 shares worth $198K. The position accounts for 0.07% of the portfolio, ranked #105.
Armor Investment Advisors first reported a position in IWR in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.2M in Q2 2021. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Armor Investment Advisors held 2,040 shares of iShares Russell Mid-Cap ETF worth $198K as of Q1 2026.
- Armor Investment Advisors sold 120 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $12K.
- iShares Russell Mid-Cap ETF made up 0.07% of Armor Investment Advisors's portfolio in Q1 2026, its #105 holding.
- Armor Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- Armor Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $1.2M in Q2 2021.
- 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Armor Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.